Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
It's easy to connect Odoo CRM + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Odoo has been in the market since 2006. It is a software which is used to create a customer relationship management (CRM. system. It is an open source platform, one can modify the platform to suit their needs. Odoo has been used by many companies across the globe. Salesforce is also a software which is used to create a CRM system. It is also an open source platform.
Salesforce and Odoo have an integration method called SOAP API. The SOAP API works by using client-server mechanism. The first step is for the client to send a request to the server, and then the server will respond with a response. The second step is for the client to receive the response from the server, and then the client will check if the response is correct or not. This information will help us understand how the two softwares work together. They are important because they are the ones that link Odoo and Salesforce together. The integration method is known as SOAP API because it uses Simple Object Access Protocp (SOAP. Simple Object Access Protocp(SOAP. defines a message format for exchanging structured and typed information between distributed applications. This protocp was developed by Microsoft and Java Specification Requests(JSR. 159 was based on SOAP 1.1.
The Integration process of Odoo CRM and Salesforce invpves two phases. Phase 1 - Getting data from Salesforce database to Odoo application and Phase II – Giving data from Odoo database to Salesforce database.
Getting Data from Salesforce Database to Odoo ApplicationStep1. Create a new salesforce session in OdooStep2. Call salesforce API by using salesforce session created in step 1Step3. Parse the response and store in OdooGiving Data from Odoo Database to Salesforce DatabaseStep1. Create a new salesforce session in OdooStep2. Call salesforce API by using salesforce session created in step 1Step3. Parse the response and store in Odoo
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